Q2 Holdings, Inc.

NYSE:QTWO 주식 리포트

시가총액: US$3.4b

Q2 Holdings 경영진

경영진 기준 점검 3/4

Q2 Holdings CEO는 Matt Flake, Oct2013 에 임명되었습니다 의 임기는 12.58 년입니다. 총 연간 보상은 $11.49M, 4.5% 급여 및 95.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $12.81M 가치에 해당하는 회사 주식의 0.38% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.3 년과 5.8 년입니다.

핵심 정보

Matt Flake

최고경영자

US$11.5m

총 보수

CEO 급여 비율4.52%
CEO 재임 기간12.6yrs
CEO 지분 보유율0.4%
경영진 평균 재임 기간5.3yrs
이사회 평균 재임 기간5.8yrs

최근 경영진 업데이트

Recent updates

Q2 Holdings: A Sticky Software Business With Margin Expansion

May 01

QTWO: AI Competitive Concerns May Set Up Digital Banking Repricing

The analyst price target for Q2 Holdings has been trimmed by about $1 to $75, as analysts factor in sector wide software target cuts tied to concerns around AI driven competitive pressures while still reflecting supportive views from recent upgrades. Analyst Commentary Recent Street research around Q2 Holdings reflects a split view, with some analysts turning more constructive on the shares while others trim price targets in response to sector wide software concerns tied to AI.

QTWO: AI Moat Concerns And Digital Asset Expansion May Drive Repricing

Analysts have reduced their average price target on Q2 Holdings by $25 to $75, reflecting a sector-wide reset for vertical software as AI competition, valuation and moat durability come under closer scrutiny. Analyst Commentary Recent Street research around Q2 Holdings clusters around a common theme of resetting expectations, with analysts reworking price targets and ratings as they reassess how AI competition, valuation and competitive moats fit together for vertical software names.

QTWO: AI Moat Reassessment And 2026 Guidance May Support Future Upside

Analysts have trimmed their price targets on Q2 Holdings, with one key target moving from $100 to $75 as they reassess competitive moats in light of rapid AI adoption and broader weakness across vertical software names. Analyst Commentary Recent research on Q2 Holdings reflects a mix of caution and selective optimism, with several firms adjusting price targets and one upgrade on valuation.

QTWO: AI Moat Questions And 2026 Outlook Should Support Future Upside

Analysts have trimmed their average price target for Q2 Holdings to about $76 from roughly $100, citing sector wide cuts across vertical software as AI adoption raises fresh questions about competitive moats and the durability of existing business models. Analyst Commentary Recent research on Q2 Holdings points to a mixed setup, with price targets coming down but a split between those who see current levels as attractive and those who are more cautious about execution and competitive risk.

QTWO: AI Moat Concerns And 2026 Guidance Should Support Future Share Gains

Analysts have trimmed their average price target on Q2 Holdings from about $89 to roughly $76. This reflects sector wide cuts in vertical software as they reassess competitive moats and defensibility in light of rapid AI adoption.

We Think Q2 Holdings' (NYSE:QTWO) Profit Is Only A Baseline For What They Can Achieve

Feb 18
We Think Q2 Holdings' (NYSE:QTWO) Profit Is Only A Baseline For What They Can Achieve

QTWO: Strong Bookings And 2026 Guidance Should Support Future Share Gains

Analysts have made a small downward tweak to their price target for Q2 Holdings to roughly $89 per share, reflecting slightly higher discount-rate assumptions and a lower forward P/E multiple, even as they highlight ongoing support from valuation-focused upgrades and prior research citing solid bookings and positive longer term guidance. Analyst Commentary Recent research on Q2 Holdings reflects a mix of optimism about execution and bookings, alongside some caution on valuation and discount-rate assumptions.

QTWO: Strong Bookings And Margin Expansion Should Support Future Share Gains

Analysts trimmed their average price target on Q2 Holdings by a small amount to reflect sector wide multiple compression and modest adjustments to growth and margin assumptions, even as recent research continues to highlight strong Q3 execution and solid bookings trends. Analyst Commentary Street research on Q2 Holdings has been mixed, with some analysts trimming price targets to reflect sector wide valuation changes while still recognizing solid execution in the latest quarter.

QTWO: Lower Rates And Bank Tech Spending Should Support Future Margin Expansion

Analysts have made a modest upward adjustment to their price targets on Q2 Holdings, with changes such as DA Davidson moving to $82 and others resetting to a range of $82 to $90 following strong Q3 revenue, margin performance, solid bookings, and updated long-term guidance, while also factoring in broader software valuation resets. Analyst Commentary Recent research on Q2 Holdings highlights a mix of optimism about execution and growth, alongside some caution tied largely to sector valuation resets and spending uncertainty.

QTWO: Lower Rates Will Drive Digital Banking Demand And Margin Expansion

Analysts made modest downward adjustments to their price targets on Q2 Holdings, trimming estimates by up to about $25 per share as they balance the company’s stronger than expected Q3 revenue and margin performance, along with a constructive 2026 outlook, against a reset in software sector valuations and concerns about a potentially softer spending environment. Analyst Commentary Analysts are digesting Q2 Holdings recent performance and updated outlook by fine tuning their price targets while largely maintaining a constructive stance on the company’s execution and growth prospects.

QTWO: Lower Rates Will Drive Digital Banking Demand And Share Repurchases

Analysts have modestly trimmed their average price target on Q2 Holdings to about $90 per share from roughly $96 previously, citing a reset in software valuation multiples despite continued outperformance in Q3 bookings, revenue growth and margin expansion, as well as a constructive long term outlook tied to banks increasing digital investment in a lower rate environment. Analyst Commentary Street research following Q3 results reflects a mix of optimism around Q2 Holdings execution and growth, tempered by a reset in software valuations and concerns about the broader spending environment.

QTWO: Strong Bookings And Efficiency Gains Will Drive Performance As Rates Decline

Analysts have slightly reduced their average price target for Q2 Holdings, trimming it by less than $1 to approximately $89.71. They are factoring in robust Q3 performance while adjusting for sector-wide valuation pressures and evolving growth expectations.

QTWO: Lower Rates Will Support Rebound As Efficiency Gains Drive Profitability

Q2 Holdings' average analyst price target has been reduced from approximately $101 to $90. Analysts cite strong recent performance, but also note lower software sector valuations and expectations for a more moderate growth environment ahead.

Results: Q2 Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Nov 08
Results: Q2 Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Digital Banking Sector Opportunities Will Expand Amid Shifting Rate Environment

Q2 Holdings' analyst price target has been lowered by $20 to $90, as analysts cite recent share underperformance and expectations of a less robust spending environment amid changing interest rates. However, opportunities for technology investment remain noted.

Some Confidence Is Lacking In Q2 Holdings, Inc. (NYSE:QTWO) As Shares Slide 25%

Oct 14
Some Confidence Is Lacking In Q2 Holdings, Inc. (NYSE:QTWO) As Shares Slide 25%

Q2 Holdings' (NYSE:QTWO) Performance Is Even Better Than Its Earnings Suggest

Aug 07
Q2 Holdings' (NYSE:QTWO) Performance Is Even Better Than Its Earnings Suggest

Is It Time To Consider Buying Q2 Holdings, Inc. (NYSE:QTWO)?

Jul 25
Is It Time To Consider Buying Q2 Holdings, Inc. (NYSE:QTWO)?

Would Q2 Holdings (NYSE:QTWO) Be Better Off With Less Debt?

Jun 22
Would Q2 Holdings (NYSE:QTWO) Be Better Off With Less Debt?

Q2 Holdings, Inc.'s (NYSE:QTWO) CEO Will Probably Have Their Compensation Approved By Shareholders

May 27
Q2 Holdings, Inc.'s (NYSE:QTWO) CEO Will Probably Have Their Compensation Approved By Shareholders
User avatar

Fraud And Risk Solutions Will Unlock Future Market Potential

Expansion in fraud and risk solutions is expected to drive growth, enhancing revenue through greater customer adoption amidst increasing fraud activity.

Subdued Growth No Barrier To Q2 Holdings, Inc.'s (NYSE:QTWO) Price

Apr 23
Subdued Growth No Barrier To Q2 Holdings, Inc.'s (NYSE:QTWO) Price

Q2 Holdings: Bull Case Centers On Margin Expansion And Land-And-Expand Strength

Apr 16

What Is Q2 Holdings, Inc.'s (NYSE:QTWO) Share Price Doing?

Apr 08
What Is Q2 Holdings, Inc.'s (NYSE:QTWO) Share Price Doing?

A Look At The Fair Value Of Q2 Holdings, Inc. (NYSE:QTWO)

Mar 08
A Look At The Fair Value Of Q2 Holdings, Inc. (NYSE:QTWO)

Q2 Holdings Is Rightfully Dropping Amid Valuation Concerns (Technical Analysis)

Mar 03

Q2 Holdings: Buy This Little-Known Software Company As It Ramps Up RPOs And EBITDA

Feb 24

Q2 Holdings: Justifying A Modest Premium With Major Profit Inflection

Jan 25

Is Q2 Holdings (NYSE:QTWO) Using Too Much Debt?

Jan 15
Is Q2 Holdings (NYSE:QTWO) Using Too Much Debt?

Q2 Holdings: Capitalizing On Banking Consolidation For Topline Expansion

Jan 11

Q2 Holdings: Signs Of Slowing Growth And Fully Valued Premium Make It A Hold

Dec 25

Q2 Holdings Looks Vulnerable Into 2025

Dec 09

Pinning Down Q2 Holdings, Inc.'s (NYSE:QTWO) P/S Is Difficult Right Now

Oct 29
Pinning Down Q2 Holdings, Inc.'s (NYSE:QTWO) P/S Is Difficult Right Now

Q2 Holdings: Expanding Margins And Tangible Momentum Make It A Buy

Oct 09

Does Q2 Holdings (NYSE:QTWO) Have A Healthy Balance Sheet?

Sep 12
Does Q2 Holdings (NYSE:QTWO) Have A Healthy Balance Sheet?

CEO 보수 분석

Matt Flake의 보수는 Q2 Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$74m

Dec 31 2025US$11mUS$520k

US$52m

Sep 30 2025n/an/a

US$32m

Jun 30 2025n/an/a

US$5m

Mar 31 2025n/an/a

-US$20m

Dec 31 2024US$12mUS$520k

-US$39m

Sep 30 2024n/an/a

-US$57m

Jun 30 2024n/an/a

-US$68m

Mar 31 2024n/an/a

-US$79m

Dec 31 2023US$11mUS$520k

-US$65m

Sep 30 2023n/an/a

-US$80m

Jun 30 2023n/an/a

-US$84m

Mar 31 2023n/an/a

-US$86m

Dec 31 2022US$8mUS$520k

-US$109m

Sep 30 2022n/an/a

-US$102m

Jun 30 2022n/an/a

-US$106m

Mar 31 2022n/an/a

-US$111m

Dec 31 2021US$8mUS$520k

-US$113m

Sep 30 2021n/an/a

-US$125m

Jun 30 2021n/an/a

-US$120m

Mar 31 2021n/an/a

-US$129m

Dec 31 2020US$5mUS$520k

-US$138m

Sep 30 2020n/an/a

-US$115m

Jun 30 2020n/an/a

-US$107m

Mar 31 2020n/an/a

-US$86m

Dec 31 2019US$8mUS$520k

-US$71m

보상 대 시장: Matt의 총 보수(USD11.49M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.20M)보다 높습니다.

보상과 수익: Matt의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Matt Flake (53 yo)

12.6yrs
재임 기간
US$11,492,510
보수

Mr. Matthew P. Flake, also known as Matt, was Director of AffiniPay, LLC from 2021 to 2025. He has been the President since November 6, 2025 and the Chief Executive Officer of Q2 Holdings, Inc. since Octob...

리더십 팀

이름직위재임 기간보수지분
Matthew Flake
President12.6yrsUS$11.49m0.38%
$ 12.8m
Jonathan Price
CFO and Executive VP of Strategy & Emerging Businesses1.5yrsUS$6.11m0.13%
$ 4.3m
Himagiri Mukkamala
Chief Operating Officerless than a yearUS$3.83m0.026%
$ 885.7k
John Breeden
Chief Delivery Officer1.5yrsUS$3.87m0%
$ 0
Kirk Coleman
Chief Business Officerless than a yearUS$6.17m0.13%
$ 4.2m
Robert Seale
Chairman Emeritus & Founderno dataUS$16.70k데이터 없음
Adam Blue
Chief Technology Officer15.4yrsUS$1.77m데이터 없음
Josh Yankovich
Investor Contactno data데이터 없음데이터 없음
Suzette Junier
Chief Compliance Officer & Chief Privacy Officer9.1yrs데이터 없음데이터 없음
M. Kerr
Senior VP5.2yrs데이터 없음0.13%
$ 4.4m
Carlos Carvajal
Chief Marketing Officer5.4yrs데이터 없음데이터 없음
Kimberly Rutledge
Chief People Officer9.2yrs데이터 없음0.20%
$ 6.6m
5.3yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: QTWO의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.3 년).

이사회 구성원

이름직위재임 기간보수지분
Matthew Flake
President12.6yrsUS$11.49m0.38%
$ 12.8m
Robert Seale
Chairman Emeritus & Founder1.9yrsUS$16.70k데이터 없음
James Offerdahl
Independent Director15.4yrsUS$271.55k0.026%
$ 878.6k
Rebecca Atchison
Independent Director9.2yrsUS$266.55k0.035%
$ 1.2m
Lynn Tyson
Independent Director5.1yrsUS$253.05k0.021%
$ 718.1k
Margaret Taylor
Independent Director5.9yrsUS$260.78k0.033%
$ 1.1m
Stephen Hooley
Lead Independent Director5.8yrsUS$272.16k0.032%
$ 1.1m
Andre Mintz
Independent Director1.2yrsUS$248.87k0.0038%
$ 126.0k
5.8yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: QTWO의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 02:10
종가2026/05/05 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Q2 Holdings, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Joseph VruwinkBaird
Gary PrestopinoBarrington Research Associates, Inc.
Matthew VanVlietBTIG